Ledyard National Bank’s iShares California Muni Bond ETF CMF Stock Holding History

Ledyard National Bank’s Portfolio CMF Stock Details CMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$346K	Hold	6,000	–	–	0.03%	199
2026 Q1	$341K	Hold	6,000	–	–	0.03%	186
2025 Q4	$345K	Hold	6,000	–	–	0.03%	185
2025 Q3	$342K	Hold	6,000	–	–	0.03%	180
2025 Q2	$334K	Hold	6,000	–	–	0.03%	172
2025 Q1	$338K	Hold	6,000	–	–	0.03%	167
2024 Q4	$344K	Buy	+6,000	New	+$345K	0.03%	164

Other funds holding CMF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Ledyard National Bank's CMF Position: Q2 2026 in Review

Ledyard National Bank held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 6,000 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #199.

Ledyard National Bank first reported a position in CMF in Q4 2024 and has held it in 7 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

Ledyard National Bank held 6,000 shares of iShares California Muni Bond ETF worth $346K as of Q2 2026.
Ledyard National Bank left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
iShares California Muni Bond ETF made up 0.03% of Ledyard National Bank's portfolio in Q2 2026, its #199 holding.
Ledyard National Bank first reported a position in iShares California Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.